Position in IT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$220,092
+$15,746 QoQ
Shares Held
1,390
+71.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Alpha Family Trust holds $608,819 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,165 | $608,819 |
All Filings in IT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,092 | 1,390 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $204,346 | 810 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $247,097 | 940 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||